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TrueBridge Capital Partners Case Study

A testimonial from a private equity fund of funds

When TrueBridge Capital Partners began a track of steady growth, the team decided the firm needed a CRM that could centralize investment and investor data and streamline reporting, while scaling to support the firm’s growth. The team wanted a system that could meet its needs for:

✓ Portfolio Analytics
✓ Reporting
✓ Cost
✓ Scalability

Download the case study to learn why TrueBridge Capital Partners chose Dynamo to centralize and automate portfolio management.

 

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